Pathway Financial Advisers’s Watsco WSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13
| Closed | -$5.77K | – | 425 |
|
|
2024
Q4 | $5.77K | Buy |
13
+1
| +8% | +$444 | ﹤0.01% | 392 |
|
|
2024
Q3 | $5.95K | Sell |
12
-14
| -54% | -$6.94K | ﹤0.01% | 323 |
|
|
2024
Q2 | $11.5K | Buy |
26
+2
| +8% | +$882 | ﹤0.01% | 336 |
|
|
2024
Q1 | $10.6K | Sell |
24
-5
| -17% | -$2.21K | ﹤0.01% | 341 |
|
|
2023
Q4 | $12.6K | Hold |
29
| – | – | ﹤0.01% | 340 |
|
|
2023
Q3 | $11K | Buy |
+29
| New | +$11K | ﹤0.01% | 353 |
|
|
2023
Q1 | $18K | Buy |
57
+1
| +2% | +$316 | 0.01% | 320 |
|
|
2022
Q4 | $14K | Buy |
+56
| New | +$14K | 0.01% | 372 |
|